WealthPlan Investment Management’s GE Aerospace GE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $296K | Buy |
+1,149
| New | +$296K | 0.02% | 294 |
|
|
2024
Q3 | – | Sell |
-1,261
| Closed | -$200K | – | 252 |
|
|
2024
Q2 | $200K | Buy |
+1,261
| New | +$200K | 0.03% | 180 |
|
|
2023
Q3 | – | Sell |
-18
| Closed | -$1.55K | – | 230 |
|
|
2023
Q2 | $1.55K | Sell |
18
-155
| -90% | -$13.3K | ﹤0.01% | 326 |
|
|
2023
Q1 | $13.2K | Sell |
173
-4,596
| -96% | -$351K | ﹤0.01% | 311 |
|
|
2022
Q4 | $246K | Sell |
4,769
-1,316
| -22% | -$67.8K | 0.02% | 343 |
|
|
2022
Q3 | $322K | Buy |
+6,085
| New | +$322K | 0.02% | 292 |
|
|
2022
Q1 | $359K | Buy |
+7,727
| New | +$359K | 0.02% | 293 |
|